Scott Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, OR. Its latest Form ADV filing, dated February 2, 2026, reports $1.1B in regulatory assets under management, 9 employees, and 828 accounts.
Assets Under Management
$1.1B
Employees
9
Offices
--
Total Clients
412
Primary office
PORTLAND, OR
707 SW WASHINGTON STREET, SUITE 810, PORTLAND, OR, United States
Top client segmentIndividuals represent 39.6% of total clients.
Top client categories% of clientsClients
1
Individuals
39.6%
163
2
UNINCORPORATED ASSOCIATIONS (I.E., LABOR UNIONS)
32.3%
133
3
HNWI
28.2%
116
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of February 2, 2026
Discretionary98.4%
$1.1B
98% of total RAUM98.4%
Non-discretionary1.6%
$19M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts828
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee46:1
10Y Employee Change+6 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.